MRK icon

Merck
MRK

Overview Fund Activity

3,515 hedge funds and large institutions have $242B invested in Merck in 2024 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 1,591 increasing their positions, 1,356 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,515
Holders Change
+8
Holders Change %
+0.23%
% of All Funds
51.12%
Holding in Top 10
191
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.08%
% of All Funds
2.78%
New
178
Increased
1,591
Reduced
1,356
Closed
116
Calls
$1.96B
Puts
$1.64B
Net Calls
+$329M
Net Calls Change
-$382M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$673M
2
UBS AM
UBS AM
Illinois
+$606M
3
AIM
Alphinity Investment Management
Australia
+$497M
4
Norges Bank
Norges Bank
Norway
+$479M
5
Bank of America
Bank of America
North Carolina
+$405M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.72B
2
GA
GFS Advisors
Texas
-$823M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$608M
4
Franklin Resources
Franklin Resources
California
-$431M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1726
Chesapeake Wealth Management
Virginia
$2M -$68.7K -555 -3%
CFA
1727
Camarda Financial Advisors
Florida
$1.99M – – –
MP
1728
McDonald Partners
Ohio
$1.99M +$11.5K +93 +0.6%
CTFG
1729
Capstone Triton Financial Group
Oklahoma
$1.99M -$371 -3 -0%
EL
1730
EMFO LLC
Florida
$1.99M – – –
PA
1731
Probity Advisors
Texas
$1.98M -$88.1K -712 -4%
MUAMU
1732
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.98M – – –
JWM
1733
Jupiter Wealth Management
Colorado
$1.98M – – –
Capstone Investment Advisors
1734
Capstone Investment Advisors
New York
$1.97M +$1.97M +15,927 New
AL
1735
Aspiriant LLC
California
$1.97M -$405K -3,269 -17%
MC
1736
Martin & Co
Tennessee
$1.97M -$4.83K -39 -0.2%
UB
1737
Umpqua Bank
Oregon
$1.97M +$5.57K +45 +0.3%
AIS
1738
AM Investment Strategies
Tennessee
$1.97M +$14.7K +119 +0.8%
PGIM
1739
Pacific Global Investment Management
California
$1.97M -$66.9K -540 -3%
SIA
1740
Soltis Investment Advisors
Utah
$1.97M +$15.5K +125 +0.8%
MWM
1741
Mattern Wealth Management
Kansas
$1.96M +$49.5K +400 +3%
TPA
1742
Trivium Point Advisory
Connecticut
$1.96M +$33.1K +267 +2%
GCM
1743
Gables Capital Management
Florida
$1.96M -$18.6K -150 -0.9%
WDG
1744
Wealth Dimensions Group
Ohio
$1.96M -$75.9K -613 -4%
SI
1745
Saxon Interests
Texas
$1.96M +$86.8K +701 +5%
KJWM
1746
Kiley Juergens Wealth Management
Washington
$1.95M +$448K +3,616 +30%
EB
1747
Exchange Bank
California
$1.95M -$33.6K -271 -2%
GFP
1748
Gryphon Financial Partners
Ohio
$1.95M +$108K +875 +6%
HI
1749
Hoey Investments
Pennsylvania
$1.95M -$159K -1,282 -8%
CGFA
1750
Colton Groome Financial Advisors
North Carolina
$1.95M -$444K -3,585 -19%
68 69
70
71 72